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Ada Expert Witness

Expert Witness No. 2110

California

Education

Master’s Degree - San Diego State University - Educational Administration, emphasis in K-12 School Business and Finance
Bachelor’s Degree - University of San Diego – Accounting (with honors)

Employment

August 2003 to date Consulting Services
Provide consulting services on K-12 public education financial matters, operational and administrative functions, California and Federal legislative operations, Federal Impact Aid program and organizations, usage of revenue sources to support instructional and operational programs and other duties as mutually agreed upon. Services provided to the San Diego and Detroit Public School Districts, National Council for Impacted Schools, and Public School Services.

September 2003-December 2005 (Retired) Los Angeles Unified School District
Controller – Provide Senior Management leadership to the Accounting Division (365 positions). Functions included in the Division were Payroll, Accounts Payable, Revenue Enhancement, General Accounting, Accounts Receivable, Debt Issuance & Management, Legislative Review and Business Accounting. Assisted the Chief Financial Officer (CFO) on all matters related to the financial operations of the District. General Fund annual budget was approximately $6.5 billion. All funds annual budget was in the $11-13 billion range due to extensive school bond building operation.

May 1973 to July 2003 San Diego Unified School District
Executive Director, Financial Development (2003) – Started the Office of Resource Development. Responsibilities included developing new revenue sources for the district from federal, state and private sources, federal impact aid representation in Washington, debt borrowings, representing the district with local, state and federal governmental organizations and private businesses.

Controller/CFO (1999) – Supervise the Finance Division consisting of the Accounting Department, Budget Department, and Grants Office. Responsible for all financial, accounting and budget functions of the district, including income projections, audit reports, cash management, debt borrowings, and represent district with outside organizations including federal and state agencies.

County Treasurer’s Oversight Committee – one of two representatives from San Diego Education community that provided oversight to the operations of the County Treasurer

Southern California School Business Executives Committee – invited representative representing the largest public school districts in Southern California

Notable Accomplishments

Provided leadership that resulted in the Los Angeles Unified School District ceasing to deficit spend, generating a surplus.

Implemented a revised budget development plan for Los Angeles Unified.

Prevented a further downgrade of the bond rating of Los Angeles Unified via a more detailed financial reporting process.

Identified and qualified San Diego City Schools for Voluntary Integration Funding resulting in over $120 million of income to the district since 1985. At the time districts under Court Order were not thought to qualify for Voluntary Integration funds.

Increased Federal Impact Aid funding to San Diego City Schools by identifying a section of the law (Section 8002) previously not applied to district. Funding since 1994 is in excess of $50 million.

Drafted several legislative concepts and language to increase funding to the district or improve business/finance operations at both the federal and state levels.

Established a Mandated Cost unit and test claim process that has resulted in over
90% of current Education Mandated Cost reimbursement programs due to San Diego City Schools test claims. Annual income stream to the district, if State appropriates sufficient funds, is approximately $4 million annually.

Designed the initial financing plan for the Blueprint for Student Success program.

Wrote employee contract language related to Total Compensation Package once concept was agreed to by SDEA and SDCS.

Participated in numerous collective bargaining sessions over 30 year working career with SDCS.